Quantum Financial Advisors, LLC
Position in DFSB — Dimensional Global Sustainability Fixed Income ETF
CIK 1929139
SANTA MONICA, CA
All Filings in DFSB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFSB | $27,235,548 | 526,362 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 DFSB | $26,682,801 | 515,112 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 DFSB | $25,945,260 | 487,052 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 DFSB | $23,780,203 | 453,561 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 DFSB | $23,496,205 | 456,237 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 DFSB | $20,240,958 | 397,349 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 DFSB | $18,936,708 | 356,154 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 DFSB | $17,922,098 | 350,726 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 DFSB | $8,850,651 | 170,928 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 DFSB | $5,744,312 | 110,674 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 DFSB | $1,953,397 | 39,180 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 DFSB | $1,886,370 | 36,890 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSB | $1,945,006 | 37,510 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||